WEALTH ADVISORY SERVICES FOR RETIRED INDIVIDUALS
Legend Financial Advisors, Inc.®, (Legend®) with its headquarters located in Pittsburgh, Pennsylvania, offers Retirement Services to Soon-To-Be Affluent, Affluent (those individuals that have investment assets of $1,000,000 to $10,000,000) and Wealthy (those individuals whose investment assets exceed $10,000,000) individuals and their families. These services include the following:
Investment Management
Comprehensive Financial Planning
Retirement Accumulation and Distribution Planning Services
Diversification Strategies for High-Equity Concentrations
Income Tax Preparation
Family Estate Planning and Trust Services
Philanthropic Planning
Evaluation of Social Security Benefit Options and Medicare Insurance
Evaluation and Selection Assistance with Long-Term Care and Medigap Insurance
Evaluation and Selection Assistance with Nursing Homes, Assisted Living Facilities, and At-Home Health Care Living Arrangements
Affluent and Wealthy individuals and their families face highly complex advisory needs in retirement. Through Legend®’s experience and vast network of financial and legal professionals, we provide value-added guidance and solutions to these complicated financial issues.
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Let Legend Financial Advisors help you with fee-based management, financial
planning, retirement consulting, risk management and estate plans. We are
located in Pittsburgh, PA.